West Family Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
32,899
+5,111
| +18% | +$500K | 0.84% | 17 |
|
|
2025
Q1 | $2.44M | Sell |
27,788
-446
| -2% | -$39.2K | 0.92% | 16 |
|
|
2024
Q4 | $2.55M | Sell |
28,234
-638
| -2% | -$57.6K | 0.89% | 18 |
|
|
2024
Q3 | $2.33M | Buy |
28,872
+1,528
| +6% | +$123K | 0.79% | 22 |
|
|
2024
Q2 | $1.85M | Buy |
27,344
+140
| +0.5% | +$9.48K | 0.56% | 39 |
|
|
2024
Q1 | $1.64M | Buy |
27,204
+213
| +0.8% | +$12.8K | 0.51% | 42 |
|
|
2023
Q4 | $1.42M | Sell |
26,991
-9
| -0% | -$473 | 0.48% | 44 |
|
|
2023
Q3 | $1.44M | Sell |
27,000
-348
| -1% | -$18.6K | 0.5% | 43 |
|
|
2023
Q2 | $1.43M | Hold |
27,348
| – | – | 0.56% | 37 |
|
|
2023
Q1 | $1.34M | Sell |
27,348
-186
| -0.7% | -$9.14K | 0.53% | 44 |
|
|
2022
Q4 | $1.3M | Buy |
27,534
+519
| +2% | +$24.5K | 0.44% | 42 |
|
|
2022
Q3 | $1.17M | Buy |
27,015
+897
| +3% | +$38.8K | 0.49% | 44 |
|
|
2022
Q2 | $1.06M | Buy |
26,118
+3,552
| +16% | +$144K | 0.42% | 50 |
|
|
2022
Q1 | $1.12M | Sell |
22,566
-11,613
| -34% | -$576K | 0.32% | 57 |
|
|
2021
Q4 | $1.65M | Sell |
34,179
-2,913
| -8% | -$140K | 0.45% | 37 |
|
|
2021
Q3 | $1.72M | Buy |
37,092
+4,806
| +15% | +$223K | 0.45% | 34 |
|
|
2021
Q2 | $1.52M | Buy |
+32,286
| New | +$1.52M | 0.41% | 35 |
|